Amazon.com, Inc. $AMZN is Capital Advisors Inc. OK's 6th Largest Position

Key Points

• Capital Advisors Inc. OK increased its stake in Amazon by 4.2% in Q4 to 772,208 shares (worth ~$178.24 million), making AMZN roughly 2.9% of its portfolio and its sixth-largest holding.
• Notable insider selling occurred on Feb. 23: CEO Andy Jassy sold 19,872 shares (~$4.08M) and Matthew Garman sold 17,751 shares (~$3.64M); insiders have sold 72,686 shares (~$14.9M) in the past 90 days, though corporate insiders still own 9.7% of the stock.
• Operational catalysts support bullish sentiment: Amazon disclosed strong AI/cloud traction (AWS AI revenue >$15B run‑rate and chips >$20B run‑rate) plus a reported $25B data‑center buildout, prompting analyst upgrades and a MarketBeat consensus rating of "Moderate Buy" with a ~$287.39 target.

Capital Advisors Inc. OK raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 4.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 772,208 shares of the e-commerce giant's stock after buying an additional 31,099 shares during the period. Amazon.com makes up approximately 2.9% of Capital Advisors Inc. OK's portfolio, making the stock its 6th largest position. Capital Advisors Inc. OK's holdings in Amazon.com were worth $178,241,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AMZN. Fairway Wealth LLC boosted its position in Amazon.com by 113.2% in the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after buying an additional 60 shares during the period. Sellwood Investment Partners LLC purchased a new stake in shares of Amazon.com during the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC grew its stake in shares of Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock worth $53,000 after purchasing an additional 233 shares in the last quarter. Cooksen Wealth LLC grew its stake in shares of Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp grew its stake in shares of Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock worth $55,000 after purchasing an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company's stock.

Insider Activity at Amazon.com

In other news, CEO Andrew R. Jassy sold 19,872 shares of the business's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.18, for a total transaction of $4,077,336.96. Following the transaction, the chief executive officer directly owned 2,238,118 shares in the company, valued at $459,217,051.24. The trade was a 0.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Matthew S. Garman sold 17,751 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares in the company, valued at approximately $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 72,686 shares of company stock worth $14,899,239 in the last 90 days. Corporate insiders own 9.70% of the company's stock.

Amazon.com Stock Up 2.0%

Shares of NASDAQ AMZN opened at $238.38 on Friday. The business has a 50-day moving average price of $211.96 and a 200 day moving average price of $224.13. The stock has a market cap of $2.56 trillion, a PE ratio of 33.25, a price-to-earnings-growth ratio of 1.75 and a beta of 1.38. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. Amazon.com, Inc. has a 52-week low of $165.29 and a 52-week high of $258.60.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The firm had revenue of $213.39 billion for the quarter, compared to analysts' expectations of $211.02 billion. During the same quarter in the prior year, the business earned $1.86 EPS. The company's quarterly revenue was up 13.6% compared to the same quarter last year. Equities research analysts forecast that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Trending Headlines about Amazon.com

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: CEO Andy Jassy disclosed AWS AI revenue and a booming custom‑chip business (>$15B AI revenue run‑rate; >$20B chip run‑rate with $50B potential), which validates large AI investments and re‑positions Amazon as a cloud/AI growth leader. Amazon says annual revenue run rate for chips business now over $20 billion
• Positive Sentiment: Amazon announced a major data‑center buildout (reported ~$25B) to support AWS and AI demand — a longer‑term revenue and scale catalyst for cloud and chip adoption. Amazon Stock (AMZN) Pops on $25B Data Center Buildout in Mississippi
• Positive Sentiment: Analysts turned more constructive after the letter; Jefferies and other firms reiterated/raised ratings and price targets, supporting upside momentum. Amazon CEO Andy Jassy's shareholder letter boosts analyst confidence in AI trajectory
• Neutral Sentiment: Macro tailwinds (ceasefire headlines and a broader risk‑on move) have buoyed large-cap tech, helping AMZN rally alongside other AI beneficiaries. Dow Jones Futures: Iran Talks, Earnings In Focus; Google, Amazon, Nvidia In Buy Areas
• Neutral Sentiment: Retail/healthcare execution news — Amazon Pharmacy will offer Eli Lilly’s new GLP‑1 pill via same‑day delivery and kiosks, expanding high‑margin pharmacy volume but with modest near‑term margin impact. Amazon to stock Lilly's new weight-loss pill at US kiosks, offer same-day delivery
• Negative Sentiment: Amazon is adding a temporary fuel surcharge on some fulfillment orders — a signal of rising logistics costs that could pressure retail margins or customer behavior. As Fuel Costs Skyrocket, Amazon Is Adding in New Fuel Surcharges. What Does That Mean for AMZN Stock?
• Negative Sentiment: Heavy, ongoing capital spending has dented free cash flow (reported fall from ~$38B to ~$11B as capex surged), which keeps scrutiny on near‑term returns despite long‑term opportunity. Amazon CEO Andy Jassy defends AI investment plan in annual letter to shareholders
• Negative Sentiment: Insider activity and other data show sustained insider selling and active analyst attention — a mixed signal that some insiders are harvesting gains even as the street raises targets. QQQ is up 0.4% today, on AMZN stock price movement

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the stock. Wolfe Research lowered their target price on shares of Amazon.com from $255.00 to $250.00 and set an "outperform" rating for the company in a research note on Thursday, March 19th. New Street Research lowered their price objective on Amazon.com from $285.00 to $280.00 and set a "buy" rating for the company in a research report on Monday, March 30th. Truist Financial cut their target price on Amazon.com from $290.00 to $280.00 and set a "buy" rating on the stock in a research report on Friday, February 6th. Evercore restated an "outperform" rating on shares of Amazon.com in a research note on Thursday. Finally, JPMorgan Chase & Co. upped their price target on Amazon.com from $265.00 to $280.00 and gave the company an "overweight" rating in a report on Wednesday, March 25th. One analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $287.39.

Amazon.com Company Profile

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon's online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.

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